Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Fortuna One: Long term Capital Compounding Approach
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Fortuna One: Long term Capital Compounding Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.77%
4.05%
6 Months
−2.32%
16.98%
1 Year
−4.30%
13.25%
3 Years
4.86%
23.80%
5 Years
5.12%
—
Since Inception
13.15%
27.59%
Fund Age
16 yrs 7 mo
3 yrs 1 mo
AUM
₹21.07 Cr
₹90.57 Cr
Alpha – 1 Year
−7.28%
8.53%
Alpha – 3 Years
−7.02%
11.71%
Information Ratio – 3 Years
-1.10
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Volatility – 1 Year
16.85%
28.81%
Volatility – 3 Years
18.06%
28.81%
Beta – 1 Year
0.95
—
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.50
0.51
Sharpe Ratio – 3 Years
0.05
0.51
Worst Rolling Year
-4.57%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−24.09%
−15.75%
Recovery Period
Not yet recovered
36 days
1-Year Rolling Windows Positive
95.10%
—
Median Rolling Year
13.12%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 12% · M 53% · S 34%
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Number of Stocks
34
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Portfolio P/E
41.34
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Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
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Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
—
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